Join Mike Wheeler for an in-depth discussion in this video Data visibility and how profiles and roles impact access and rights, part of Salesforce Administrator Cert Prep: 2 Security and Data Model.
- Okay, so now we're going to talk about account…and contact ownership, and then as well visibility…considerations, and I'm on the role hierarchy, here.…I went to setup and searched for the term, role,…and pulled up the roles link, and I've expanded all…by clicking the expand all link here…to show the different roles in my role hierarchy,…and then previously, we had a user named John Doe…that we put in a profile of Director of Channel Sales,…and so it's this role right here.…
If you click on assign, you can see that John Doe…is assigned to that particular role,…and so if I go back to my role hierarchy,…I'm going to say don't show this page again…and click set up roles, and so…for the CEO role in the role hierarchy,…this is the highest up, and everything else…is intended to roll up to those higher than them…in the role hierarchy, and you probably remember…studying some roles and how that affects the visibility…and edit-ability of records, as far as what records…you can actually see, and so I'm going to assign myself…
Share this video
Embed this video
Video: Data visibility and how profiles and roles impact access and rights